LW

Linscomb Wealth Portfolio holdings

AUM $2.18B
1-Year Est. Return 16.68%
This Quarter Est. Return
1 Year Est. Return
+16.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$10.2M
3
+$9.23M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.16M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$7.2M

Top Sells

1
+$31.9M
2
+$9.63M
3
+$7.4M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$6.56M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$5.87M

Sector Composition

1 Technology 8.72%
2 Financials 5.47%
3 Energy 5.41%
4 Healthcare 5.4%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$351K 0.03%
2,484
-2
227
$349K 0.03%
1,619
+90
228
$348K 0.03%
3,141
-247
229
$333K 0.02%
3,501
-2,672
230
$329K 0.02%
144,424
+150
231
$327K 0.02%
18,903
+4,337
232
$326K 0.02%
20,325
-1,681
233
$326K 0.02%
36,816
-16,118
234
$322K 0.02%
3,930
+47
235
$321K 0.02%
1,509
-4,349
236
$315K 0.02%
16,895
-1,264
237
$315K 0.02%
14,417
-7,791
238
$308K 0.02%
26,147
239
$304K 0.02%
5,676
-23,067
240
$302K 0.02%
3,459
-148
241
$300K 0.02%
20,930
+400
242
$298K 0.02%
3,258
-1,829
243
$297K 0.02%
2,964
244
$295K 0.02%
28,130
245
$291K 0.02%
12,817
246
$287K 0.02%
5,660
247
$284K 0.02%
2,242
-6,063
248
$274K 0.02%
3,447
-291
249
$274K 0.02%
2,812
-40
250
$270K 0.02%
1,307
-63
8 9
10
11 12